How big is Coburn Ventures, LLC's plan?

Coburn Ventures, LLC's plan reported $674K in assets and 4 participants for 2024.

Original filing (PDF)20250718152224NAL0001032867001

Coburn Ventures, LLC

Name: Coburn Ventures, LLC — Coburn Ventures, LLC 401(k), Form 5500 (2024)
Creator: Coburn Ventures, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coburn Ventures, LLC 401(k) Plan

401(k) retirement plan · Coburn Ventures, LLC's Coburn Ventures, LLC 401(k) Plan held $674K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$674K

Net assets (EOY)

$674K

People on this filing

Diana Magana signed Coburn Ventures, LLC's 2024 Form 5500 as plan administrator.

Diana Magana — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Coburn Ventures, LLC's EIN is 20-3168497.

EIN 20-3168497

Plan number 001

Plan year 2024

ACK ID 20250718152224NAL0001032867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coburn Ventures, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coburn Ventures, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COBURN VENTURES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

COBURN VENTURES, LLC

EIN

all filings

Address

10 CHESTNUT STREET · PLEASANTVILLE, NY · 10570

Phone

(207) 272-5477

Industry

Finance & Insurance

Plan administrator